The national salary range for Financial Services Representative : $46,345.00-$75,500.00 The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00
The national salary range for Financial Services Representative : $46,345.00-$75,500.00 The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00
Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite at our Shaker ...
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Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite at our Shaker ...
Patient Financial Services Representative
Shaker Heights, OH · On-site
$18 - $24/hr
Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite at our Shaker ...
Patient Financial Services Representative
Shaker Heights, OH · On-site
$18 - $24/hr
Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite at our Shaker ...
Financial Service Representative Float
Cleveland, OH · On-site
$20 - $22/hr
If so, please read on! Our Financial Service Representative (Float) earn a competitive wage ... Education on products and services that we offer including share certificates, IRAs, electronic ...
Financial Service Representative Float
Cleveland, OH · On-site
$20 - $22/hr
If so, please read on! Our Financial Service Representative (Float) earn a competitive wage ... Education on products and services that we offer including share certificates, IRAs, electronic ...
Financial Service Representative Float
Cleveland, OH · On-site
$20 - $22/hr
If so, please read on! Our Financial Service Representative (Float) earn a competitive wage ... Education on products and services that we offer including share certificates, IRAs, electronic ...
Financial Service Representative Float
Cleveland, OH · On-site
$20 - $22/hr
If so, please read on! Our Financial Service Representative (Float) earn a competitive wage ... Education on products and services that we offer including share certificates, IRAs, electronic ...
Financial Services Representative - State Farm Agent Team Member
Sidney, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
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Financial Services Representative - State Farm Agent Team Member
Sidney, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Springfield, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Quick apply
Financial Services Representative - State Farm Agent Team Member
Springfield, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Sidney, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Sidney, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Springfield, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Springfield, OH · On-site
$45K - $65K/yr
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Our Senior Financial Services Representative will be responsible for: Providing excellent customer service by meeting the needs of clients in an efficient and friendly manner. Enhances SmartBank ...
Our Senior Financial Services Representative will be responsible for: Providing excellent customer service by meeting the needs of clients in an efficient and friendly manner. Enhances SmartBank ...
Financial Services Representative - State Farm Agent Team Member
East Liverpool, OH · On-site
$40K - $55K/yr
As Financial Services Representative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency ...
Financial Services Representative - State Farm Agent Team Member
East Liverpool, OH · On-site
$40K - $55K/yr
As Financial Services Representative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency ...
Customer Service Representative -- Financial Services
Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... services, Brokerage Online (client website) and Mobile app, and general account or financial ...
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Customer Service Representative -- Financial Services
Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... services, Brokerage Online (client website) and Mobile app, and general account or financial ...
Financial Services Representative - State Farm Agent Team Member
Mayfield Village, OH · On-site
$50K - $70K/yr
As a Financial Services Representative - State Farm Agent Team Member with Collin Doyle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Quick apply
Financial Services Representative - State Farm Agent Team Member
Mayfield Village, OH · On-site
$50K - $70K/yr
As a Financial Services Representative - State Farm Agent Team Member with Collin Doyle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Columbus, OH · On-site
$50K - $100K/yr
As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized ...
Quick apply
Financial Services Representative - State Farm Agent Team Member
Columbus, OH · On-site
$50K - $100K/yr
As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized ...
Financial Services Representative - State Farm Agent Team Member
Columbus, OH · On-site
$50K - $100K/yr
As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized ...
Financial Services Representative - State Farm Agent Team Member
Columbus, OH · On-site
$50K - $100K/yr
As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized ...
Financial Services Representative - State Farm Agent Team Member
East Liverpool, OH · On-site
$40K - $55K/yr
As Financial Services Representative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency ...
Quick apply
Financial Services Representative - State Farm Agent Team Member
East Liverpool, OH · On-site
$40K - $55K/yr
As Financial Services Representative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency ...
Financial Services Representative - State Farm Agent Team Member
Mason, OH · On-site
$60K - $90K/yr
As a Financial Services Representative - State Farm Agent Team Member with Andy McMahon - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Quick apply
Financial Services Representative - State Farm Agent Team Member
Mason, OH · On-site
$60K - $90K/yr
As a Financial Services Representative - State Farm Agent Team Member with Andy McMahon - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Elyria, OH · On-site
$50 - $70/hr
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces ...
Financial Services Representative - State Farm Agent Team Member
Elyria, OH · On-site
$50 - $70/hr
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces ...
Financial Services Representative - State Farm Agent Team Member
Elyria, OH · On-site
$75K - $125K/yr
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces ...
Quick apply
Financial Services Representative - State Farm Agent Team Member
Elyria, OH · On-site
$75K - $125K/yr
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces ...
Financial Services Representative - State Farm Agent Team Member
Elyria, OH · On-site
$75K - $125K/yr
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces ...
Financial Services Representative - State Farm Agent Team Member
Elyria, OH · On-site
$75K - $125K/yr
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces ...
Financial Services Representative information
See Ohio salary details
$11.66 - $14.40
6% of jobs
$17 is the 25th percentile. Wages below this are outliers.
$14.40 - $17.14
20% of jobs
$17.14 - $19.88
20% of jobs
The median wage is $20.57 / hr.
$19.88 - $22.63
17% of jobs
$25.16 is the 75th percentile. Wages above this are outliers.
$22.63 - $25.37
14% of jobs
$25.37 - $28.11
5% of jobs
$28.11 - $30.85
3% of jobs
$30.85 - $33.59
1% of jobs
$33.59 - $36.34
6% of jobs
$36.34 - $39.08
7% of jobs
$39.08 - $41.82
1% of jobs
$11
$23
$41
How much do financial services representative jobs pay per hour?
What is a financial services representative?
As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.
What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?
What are some common challenges financial services representatives face when managing client expectations?
What is the difference between Financial Services Representative vs Customer Service Representative?
| Aspect | Financial Services Representative | Customer Service Representative |
|---|---|---|
| Required Credentials | FINRA Series 6/7, possibly CFP or insurance licenses | No specific licenses required |
| Work Environment | Financial institutions, banks, investment firms | Retail, call centers, service departments |
| Employer & Industry | Financial services industry |
The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.
What are popular job titles related to Financial Services Representative jobs in Ohio?
For Financial Services Representative jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Services Representative jobs in Ohio look for?
The top searched job categories for Financial Services Representative jobs in Ohio are:
What cities in Ohio are hiring for Financial Services Representative jobs?
Cities in Ohio with the most Financial Services Representative job openings:
What are popular job titles related to Financial Services Representative jobs in OH?
For Financial Services Representative jobs in OH, the most frequently searched job titles are:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
Job description
This is a hybrid role based in Columbus, Ohio, requiring onsite presence at least two days per week.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
#LI-KR2
#Nationwidefinancial
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Job Description
Key Responsibilities:
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: One to three years of work experience with product-related customer service work experience preferred.
Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage,paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Financial Services Representative : $46,345.00-$75,500.00The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00